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In this guest post Henry McVey of Morgan Stanley highlights his current views on the direction of financial markets, and argues that a key upshot of the current crisis will be an augmented role for the traditional top-down, macro-investing approach. [...] More on this topic (What's this?) Measuring the Performance of the Ivy Portfolio (Phil’s Stock World, 12/1/12) The “renaissance” of global macro investing (GreenLightAdvisor Views, 7/23/09) Investing in Emerging Markets Infrastructure (Investment U, 1/19/12)  By Prieur du Plessis, on July 22nd, 2009 posted in: Investment, Markets, Money  8 people had their say - chime in!
Further to my post of yesterday, arguing that government bond yields have in all likelihood bottomed, I have also analyzed the Coppock indicator for a longer-term perspective. Read on for the interesting finding. [...] More on this topic (What's this?) Treasuries Benefit as Risk-Aversion Increases (Expected Returns, 8/19/09) Picture du Jour: Coppock shows bottom in Treasuries (GreenLightAdvisor Views, 7/22/09) T2 Partners: You Don’t Stand a Chance in Today Market (Contrarian Profits, 7/10/09) 
In a fascinating e-book, “Credit and credibility”, Richard Karn, author of the “Emerging Trends Report”, is now offering his assessment of today’s financial turmoil and what he considers to be the five most pressing issues the global economy will face in the years ahead. The third chapter is shared in this post. [...] More on this topic (What's this?) Takeover Targets: 3 Steps To Finding Them & 3 Stocks For Any Portfolio (Investment U, 5/6/09) 3 Big Banks Report Earnings: What You Need To Know (Investment Underground » Page n..., 1/20/12) 3 Coffee Stocks To Buy, 2 To Avoid In 2012 (Investment Underground » Page n..., 1/10/12)
Chairman Bernanke yesterday outlined the exit plan of the Fed in his testimony and in a Wall Street Journal article. In this guest post, Asha Bangalore comments on whether the Fed will be able to unwind the massive stimulus. [...] More on this topic (What's this?) Out of Answers, Federal Reserve Can Only Offer Empty Rhetoric (Money Morning, 12/13/11) How to Win Bernanke's War on Savers with a 19% Yield (Money Morning, 1/18/12) What did the Fed know? (Wealth Daily, 12/1/11)
If more evidence was required for the need for infrastructure spend in China, this snippet from the Daily Express strengthens the argument. [...] More on this topic (What's this?) ITC Holdings (ITC) Green Power Express Motoring Along With MDU Resources Alliance (Green Stocks Central, 7/7/09) Start Running Only After Knowing the Finishing Line (Dividend Tree, 9/4/09) The "Rubber Band" Effect (Wealth Daily, 10/31/11) |
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